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24 Sep Stocks Are Getting Cheaper?

Posted at 12:19h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

The stock market is having another banner year. Through September 23rd, the S&P 500 is up 12.5%, and has more than doubled since the start of 2023. What's driven the run-up? Earnings! Earnings, earnings, earnings. As an investor in the stock market, that's what you...

20 Aug Trump Accounts – A Use Case?

Posted at 14:18h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Trump Accounts--also known as Section 530A accounts--were created as part of President Trump's One Big Beautiful Bill Act (OBBBA), which was signed into law on July 4th, 2025. I wrote about these accounts a few weeks before the bill was passed and what I thought...

16 Jul Beacon Summer 2026 Reading List

Posted at 16:42h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

I know that we are already half-way through summer, but books are at the front of my mind because next week I'll be at the beach and may actually have some time to read for fun. Without further ado, here's what the team have been...

03 Jun Minimizing “Uncle Sam’s Cut”

Posted at 14:19h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Understanding the actual performance of your investment portfolio is harder than it should be. Investments typically show returns net-of-expenses, but often fail to show how much of the gain the expenses consumed. This is especially important when an investor or advisor is using active stock...